eMoney Advisor Overview

  • www.emoneyadvisor.com
  • Radnor, PA
  • 501 to 1000 Employees
  • 2000
  • Company - Private
  • Enterprise Software & Network Solutions
  • Unknown / Non-Applicable

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive ...
Mission: Helping people talk about money.

Company Updates

February 25, 2021
KEY NOT FOUND: company-updates.categories.company-news
eMoney Advisor Reveals Findings on Financial Wellness, Announces New Partnership with Financial Literacy Advocate Mac Gardner
Shared image - eMoney Advisor Reveals Findings on Financial Wellness, Announces New Partnership with Financial Literacy Advocate Mac Gardner - eMoney Advisor
eMoney Advisor Reveals Findings on Financial Wellness, Announces New Partnership with Financial Literacy Advocate Mac Gardner - eMoney Advisor
glassdoor.com
July 1, 2020
eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals: https://emoneyadvisor.com/news/emoney-advisor-celebrates-20-years-of-delivering-planning-led-solutions-to-financial-professionals/
Shared image - eMoney 20th Anniversary
eMoney 20th Anniversary
glassdoor.com

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eMoney Advisor Reviews

3.9
76%
Recommend to a Friend
90%
Approve of CEO
Ed O'Brien
Ed O'Brien
83 Ratings
Featured Review
5.0
Current Employee, more than 1 year

"Best company I have ever worked for!"

Nov 23, 2021 - HRIS Manager in Radnor, PA
Recommends
Positive Outlook
Approves of CEO

Pros

I truly love working for this company and its amazing people. I have hungered for a company that not only permits, but encourages its people to take risks, to challenge "we have always done it this

Cons

Honestly I miss the cool office perks like free coffee, candy, pool tables, jeans every day, but the fact that our entire company has successfully worked 100% remote since March 2020 is a good trade

Advice to Management

Find out who the dissatisfied people are BEFORE they quit or leave negative reviews and see what can be done to turn them around.
See All 196 Reviews

Diversity & Inclusion at eMoney Advisor

4.1
(35 Reviews)

Diversity Programs & Initiatives

At eMoney, we foster an environment where we can be our authentic selves, contribute, innovate and succeed. We are who we are, and together our company is stronger for it.

Diversity & Inclusion FAQs

All answers shown come directly from eMoney Advisor Reviews and are not edited or altered.

How is diversity at eMoney Advisor?

...life balance, commitment to diversity and inclusion in the work force...Read More

Read 4 more responses

eMoney Advisor Photos

+ Add Photo
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eMoney Advisor Interviews

Experience
Positive39%
Negative44%
Neutral17%
Getting an Interview
Applied online56%
Employee Referral17%
Recruiter10%
Difficulty
2.6
Average
HardAverageEasy

  1. Senior Data Entry Specialist Interview

    Anonymous Employee in United States
    No Offer
    Neutral Experience
    Easy Interview
    Application

    I applied online. The process took 5 weeks. I interviewed at eMoney Advisor (United States) in Oct 2021

    Interview

    Took about a month overall. Phone interview with recruiter, phone interview with hiring manager then a video interview with the team. Took about two weeks to hear back after original application.
    Interview

    What is your experience with stock options? Do you have experience with tax forms? What are your five year goals?

    Answer Question

See All 59 interviews

eMoney Advisor Awards & Accolades

  • Best Wealth Management Product (Incentive)FinTech Breakthrough Awards2021
  • Technology Providers: Financial PlanningWealth Management Industry Awards2020
  • Technology Providers: Account AggregationWealth Management Industry Awards2020
  • Adviser FintechInvestment News2019
  • Women to WatchInvestment News2019

Pledges & Certifications

  • Diversity Commitment

    Has programs that support a diverse and inclusive workforce

Popular Careers with eMoney Advisor Job Seekers

JobsSalariesInterviews

eMoney Advisor FAQ

(49 Questions)

All answers shown come directly from eMoney Advisor Reviews and are not edited or altered.

See questions about:

What is paid time off like at eMoney Advisor?

...The people that you work with are incredible, lots of PTO, flexibility to be innovative in your role, good health benefit packages, and flexible work from home options....

March 3, 2020

Read more

See 17 more answers

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